Users

1. Users

 The Users icon as seen in figure 5.3 will take you to the users center as seen in figure 5.3.a. This is where you can create and manage the users on your domain. Users are destinations we want to send calls to. Every person’s account, Conference Bridge, Auto Attendant, Call Queue in the organization is a User.

1. Bulk Import Users

 The Import option as seen in figure 5.3.1 will allow you bulk import users from a CSV file. Shared Contacts will create contacts that will be shared across the organization for all users to have in the contacts.  

1. Creating a New User

To create a new click the Users icon in the Manager Portal navigation option. Here you will see the option to Add User as seen in figure 5.3.1. Clicking the Add User button will display the Add User window as seen in figure 5.3.2 and fill out the fields with the collating information. 

1. Scopes

Scopes are a level of permissions we assign to a User which provide them access to various features. Clicking the scopes drop down as seen in figure 5.3.3 will display the various scope level that can be assigned to the new user. 

1. Simple User 

Has no manager portal access. 

1. Basic User

Is a user that can login to the Manager Portal 

1. Advanced User

Configures the user scope with an advanced user

1. 5.3.3

   Call Center Agent

Can login in and out of queues. 

1. Add Phone Extension

The Add phone extension option will create a device under the phones tab. 

1. User Options

After the User has been created you can then click on the User and you will the tabs in figure 5.3.5 appear:

• Edit their profile information. 
• Set their answering rules. 
• Configure their voicemail options. 
• You and add a new phone to the users account by clicking the Add Phone button.
• Edit or Delete an existing phone. 
• The Advanced Options Allow you to Reset the User. 
• Send a Welcome with a link to configure their password and voicemail pin
• Force Password Reset Allow you to change the user's password. 

1. 5.3.6

   Hide System Users

The Hide System Users option as seen in figure 5.3.6 will filter for just User’s accounts. Uncheck will display Conferences Bridges, Auto Attendants, and Call Queues user accounts.